Importing Data

Getting servicing data into your AMS+ account.

  • Book of Business (BoB) Import Overview
    OverviewImporting your book of business (BoB) is paramount to quickly getting your agency up and running. With your data in AMS+, you can set up and process commissions, create ...
  • Required fields for Book of Business (BoB) Import
    Overview When importing data into the system, it’s important to include all required fields. Each import template file has its own set of required fields. These fields ensure yo...
  • Updating agent contracts by import
    Overview This import updates existing Agent Contracts in your AMS+ account. Note: You can create new Agent Contracts in bulk, but our team must assist with the process. If you n...
  • Preparing & Importing Data for Ease Integration
    Overview To set up the Ease integration, you need existing Groups and Policies/Coverages in AMS+. You can add this data manually while configuring the integration, but if you ne...